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St. James Investment Company Q2 2025 Letter
[https://stjic.substack.com/p/value-investors-quarterly-letter-487](https://stjic.substack.com/p/value-investors-quarterly-letter-487)
- Total posts
- 418
- Total predictions
- 37
- Success rate
- 47.4%
- Avg score
- 0.04
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Discovery and WarnerMedia Merger Test
Quick test on $DISCA and WM merger. Most assumptions provided by management presentation at the link below. Some assumptions I made, but I tried to keep conservative. Early year debt payments don't include interest and latter year debt payments don't …